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Verastem Inc (DE:2VSA)
NASDAQ:2VSA

Verastem (2VSA) Price & Analysis

3 Followers

2VSA Stock Chart & Stats

€5.29
€0.00(0.00%)
At close: 4:00 PM EST
€5.29
€0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Commercial Traction & Revenue GrowthConsistent quarter-over-quarter product revenue growth and an expanding prescriber base (>400) indicate durable commercial adoption for the LGSOC co-pack. As prescriber coverage and patient starts grow, revenue visibility and the ability to scale commercial operations improve, supporting medium-term self-sustainability of launch economics.
Pipeline Advancement — VS-7375 Registration PathProgressing VS-7375 into registration-directed Phase II programs with encouraging early signals and external collaborations materially strengthens the company's long-term product pipeline. Successful development could create a second commercial franchise beyond LGSOC, diversifying future revenue and reducing reliance on a single product line.
Solid Product Economics And Moderate LeverageA healthy gross margin (~52%) implies favorable unit economics for product sales, while moderate leverage and positive equity provide financial flexibility relative to highly indebted peers. Together these structural attributes support the company's ability to fund ongoing trials and commercial activities while pursuing partnerships or nondilutive options.
Bears Say
High Cash Burn And Limited RunwayPersistent, sizable negative operating and free cash flow (~-$150.9M TTM) creates a material financing need within roughly a year. This elevates execution risk: management must secure nondilutive funding, accelerate self-sustaining co-pack revenues, or dilute shareholders to sustain clinical programs and commercialization beyond H1 2027.
Large Operating And Net LossesVery large operating and net losses indicate the current cost base (R&D plus SG&A) substantially exceeds revenue. Until the cost structure is realigned or revenue scales meaningfully, the company will remain loss-making, limiting free cash generation and constraining reinvestment capacity for trials and commercialization.
Immature Commercial Metrics & Dosing ConstraintsUncertain duration-of-therapy and refill patterns, plus dosing/formulation limits at higher VS-7375 doses, introduce lasting uncertainty in revenue predictability and scale. These structural commercial and product-formulation issues can slow adoption, complicate trial enrollment, and delay realization of projected recurring revenue streams.

Verastem News

2VSA FAQ

What was Verastem Inc’s price range in the past 12 months?
Verastem Inc lowest stock price was €2.88 and its highest was €9.00 in the past 12 months.
    What is Verastem Inc’s market cap?
    Verastem Inc’s market cap is €415.58M.
      When is Verastem Inc’s upcoming earnings report date?
      Verastem Inc’s upcoming earnings report date is Aug 06, 2026 which is in 26 days.
        How were Verastem Inc’s earnings last quarter?
        Verastem Inc released its earnings results on May 07, 2026. The company reported -€0.324 earnings per share for the quarter, beating the consensus estimate of -€0.407 by €0.083.
          Is Verastem Inc overvalued?
          According to Wall Street analysts Verastem Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Verastem Inc pay dividends?
            Verastem Inc does not currently pay dividends.
            What is Verastem Inc’s EPS estimate?
            Verastem Inc’s EPS estimate is -0.38.
              How many shares outstanding does Verastem Inc have?
              Verastem Inc has 87,873,640 shares outstanding.
                What happened to Verastem Inc’s price movement after its last earnings report?
                Verastem Inc reported an EPS of -€0.324 in its last earnings report, beating expectations of -€0.407. Following the earnings report the stock price went down -5.087%.
                  Which hedge fund is a major shareholder of Verastem Inc?
                  Currently, no hedge funds are holding shares in DE:2VSA
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Verastem Inc

                    Verastem, Inc. is an emerging biopharmaceutical company dedicated to the creation and commercialization of innovative therapeutic agents for cancer treatment. A primary asset in its pipeline is VS-6766, a novel dual RAF/MEK inhibitor that operates by a "clamp" mechanism. This unique action effectively blocks the kinase activity of MEK and disrupts RAF's ability to phosphorylate MEK. The company is actively advancing several clinical trials. RAMP 201 is an adaptive, two-part, multicenter, randomized, open-label study designed to assess both the efficacy and safety of VS-6766, administered alone or in combination with defactinib. Defactinib is an oral small molecule inhibitor of focal adhesion kinase (FAK), and this trial targets patients with recurrent low-grade serous ovarian cancer. Simultaneously, Verastem is conducting RAMP 202, a Phase 2 trial focused on evaluating the safety profile of VS-6766 combined with defactinib. This particular study enrolls patients with non-small cell lung cancer (NSCLC) that harbors KRAS and BRAF mutations, specifically after they have undergone treatment with platinum-based regimens and immune checkpoint inhibitors. Verastem has also forged strategic partnerships to support its development efforts. It holds license agreements with Chugai Pharmaceutical Co., Ltd. for the development, commercialization, and manufacturing rights of products incorporating VS-6766. Additionally, a similar agreement with Pfizer Inc. pertains to the research, development, production, and marketing of Pfizer's FAK inhibitors for various human applications, including therapeutic, diagnostic, and prophylactic uses. Further expanding its collaborations, Verastem has a clinical agreement with Amgen, Inc. to explore the synergistic potential of VS-6766 alongside Amgen's KRAS-G12C inhibitor, LUMAKRAS™, a combination being investigated in the Phase 1/2 RAMP 203 trial. Founded in 2010, Verastem, Inc. maintains its corporate headquarters in Needham, Massachusetts.

                    Verastem (2VSA) Earnings & Revenues

                    2VSA Company Deck

                    2VSA Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call balanced encouraging commercial and R&D progress with near-term operational and financial challenges. Highlights include steady product revenue growth ($18.7M in Q1; nearly $50M to date), expanding prescriber base (>400), improved PK/tolerability and progression of the 7375 Target-D program into Phase II registration-directed trials across PDAC, NSCLC and CRC (900 mg go-forward dose), and a cash position of $181.7M with runway into H1 2027. Lowlights include seasonal/access headwinds and early discontinuations reducing short-term refill volumes, high R&D and SG&A relative to current revenue leading to continued non-GAAP net losses (~$42.7M), immature duration/refill metrics, and practical dosing/formulation constraints at higher VS-7375 doses. Overall, positives (pipeline advancement, reimbursement and commercial actions, and encouraging VS-7375 data) are significant but offset by meaningful execution and funding risks in the near term.View all DE:2VSA earnings summaries

                    2VSA Stock 12 Month Forecast

                    Average Price Target

                    €13.13
                    ▲(148.14% Upside)
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